File access from Opportunity History across peer to peer network

[Tim]

Hello,

We are very new users to BCM. We are currently using BCM with Outlook2007
(on MS Vista) on 2 machines. The first machine is hosting the database. We
have linked files (XLS or DOC etc) to Opportunities (i.e. quote letter). On
the other machine we can see from the History that a document has been
attached. From the machine that the file was linked to the opportunity the
file can be seen. However, on the other machine it says that the document
is not available.

We want to be able to see the History of a client with attachments when they
telephone for example from any machine.

Is this possible in BCM? If yes, what are we doing wrong? The files are
being saved on a shared folder that both machines can otherwise access.

Thanks for any ideas. Regards, Tim

 

[Luther]

Hello,

We are very new users to BCM.  We are currently using BCM with Outlook2007
(on MS Vista) on 2 machines.  The first machine is hosting the database..  We
have linked files (XLS or DOC etc) to Opportunities (i.e. quote letter).  On
the other machine we can see from the History that a document has been
attached.  From the machine that the file was linked to the opportunitythe
file can be seen.  However, on the other machine it says that the document
is not available.

We want to be able to see the History of a client with attachments when they
telephone for example from any machine.

Is this possible in BCM?  If yes, what are we doing wrong?  The filesare
being saved on a shared folder that both machines can otherwise access.

Thanks for any ideas.  Regards,  Tim

When a document is added to history, BCM stores the title and the
location or URI (e.g., "c:\mydocs\proposal.doc") of the document.

The trick to sharing documents is that the URI has to work from both
machines. One solution is to put the documents in a shared folder that
both machines can access; e.g., "\\ourserver\ourdocsfolder
\proposal.doc".

 

[Tim]

Thanks Luther,

Creating a network path that conformed with the UNC format did the trick.

Thanks. Tim

Hello,

We are very new users to BCM. We are currently using BCM with Outlook2007
(on MS Vista) on 2 machines. The first machine is hosting the database. We
have linked files (XLS or DOC etc) to Opportunities (i.e. quote letter).
On
the other machine we can see from the History that a document has been
attached. From the machine that the file was linked to the opportunity the
file can be seen. However, on the other machine it says that the document
is not available.

We want to be able to see the History of a client with attachments when
they
telephone for example from any machine.

Is this possible in BCM? If yes, what are we doing wrong? The files are
being saved on a shared folder that both machines can otherwise access.

Thanks for any ideas. Regards, Tim

When a document is added to history, BCM stores the title and the
location or URI (e.g., "c:\mydocs\proposal.doc") of the document.

The trick to sharing documents is that the URI has to work from both
machines. One solution is to put the documents in a shared folder that
both machines can access; e.g., "\\ourserver\ourdocsfolder
\proposal.doc".